[biotechinvestor1]

Thank you, Mr. Market for giving us a chance to load up with a 10% discount (from recent all time high) ahead of the two blockbuster ENHANZE/halozyme PDUFA dates next week

[Howeeme]

Good that they have money to count. And yes Merck is late to the party. They should have SC keytruda on the market by now.

[stockrafter]

Ok great, I am convinced, a company with a billion dollar product has no competition, no other company has any interest now and never will, cool. And Merck are fools for wasting time and money on a worthless product, idiots.

Go HALOoooooooo up please.......with no competition in the future, it is clear sailing up.

P.S. Nice Housnlab pipeline chart Howeeme, wish that the no competition company HALO would have a helpful informative pipeline an investor could quickly look to determine what is it they are working on. Guess they are to busy counting their money and not looking behind for the non-existing competition.

[Howeeme]

https://huonslab.com/layout/eng/home.php?go=pipeline. They are a long way away from anything.

[Howeeme]

Merck is late to the game. Years away from any approval. If anything they will lose share to opdivo.

[stockrafter]

Sorry, some of the comments are a bit confusing, not sure what some are trying state.

In any case, I see them as competition and will continue following the progress being made.

Patent filings by both Alteogen and Merck, along with clinical trials, shows Merck is making progress on Hybrozyme (ALT-B4, MK-5180). Merck is actually carrying the heavy load, while Alteogen reaps benefits.

IMO, Merck is pushing thru with the MK-5180 because in the long run it will be significantly cheaper then dealing with HALO. They will also have control of the product and will be cheaply expanding it into other products, making their products more competitive.

https://www.oncologypipeline.com/apexonco/mercks-subq-keytruda-headscratcher

Coded MK-3475A, co-formulation with Alteogen's MK-5180 (rh hyaluronidase)

https://www.freepatentsonline.com/y2024/0150467.html

COMPOSITIONS AND METHODS FOR TREATING CANCER WITH SUBCUTANEOUS ADMINISTRATION OF ANTI-PD1 ANTIBODIES

https://www.freepatentsonline.com/WO2024091417A1.html

HUMAN HYALURONIDASE 1 MUTANTS

https://clinicaltrials.gov/study/NCT06504394

A Study to Evaluate the Safety and Efficacy of Pembrolizumab (MK-3475) Coformulated With Hyaluronidase (MK-3475A) in Participants With Relapsed or Refractory Classical Hodgkin Lymphoma (rrcHL) or Relapsed or Refractory Primary Mediastinal Large B-cell Lymphoma (rrPMBCL)(MK-3475A-F65)

[PaladinConqueror59]

Huonslab's Hydiffuze is same sequence with halo's
after few years, Huonslab is not competitor

[maumar]

Okay, thanks.

[maumar]

Okay, thanks.

[maumar]

Okay, thanks. I forgot about that and I guess Tecentriq is PD- L1 so they were allowed to use it.

[PaladinConqueror59]

It's very easy to buy both stocks!
nowadays, many Koreans buy a US stocks instead of Korean stocks.

well, i think it just 'TIME' view
Until just a few years ago, SC injection did not get noticed in the market.
Merck needed a means to defend the patent expiration, They realized that the IV to SC change was the answer.
But, Halo was already under contract with BMS(PD-1 exclusive), so they found alteogen

In Korea, there lots of reports of this.
Alteogen has found a way to evade ENHAZE's patents, which it has been granted registration permission by the PCT and U.S. Patent and Trademark Office, and they are bolstering the patent chain to prevent the entry of competitors other than Halo and Alteogen.

[Howeeme]

I think that they were trying to sell Merck on the idea by testing on their own many years ago. Merck never bit on this. Big mistake!!!

[biotechinvestor1]

Merck could not use Enhanze for Keytruda because BMS had signed an exclusive contract for PD-1’s.

[maumar]

Is it easy for Korean investors to buy US stocks? I have read that it is almost impossible for American investors to invest in Korean stocks.

Do you have any idea why Merck chose Alteogen instead of Halo? Have you read any analyst reports that comment on this?

[Howeeme]

I hear you but she really doesn’t seem to give them much credit at all. My take is that they feel very confident about being top dog for a long time. I’ve been listening to her since she came on board and these conversations are at a different level than before. Hearing way more confidence in these meetings than ever before. We’ll get deals just hard to say when these big companies pull the trigger. She’s added billions to the market cap so I don’t have doubts like many people that post here. Plus I’m a big fan of all the financial maneuvers that they’ve done also.

[stockrafter]

She carefully worded reply, stating no one else "is" approved for SC injections at this time....(~16:00 minutes into talk)......As pointed out earlier, there are two competitors knocking on the door.....

Houslab "HyDiffuze," and Alteogen, "Hybrozyme." Both are progressing along on several fronts, and Merck has already bitten the apple and chewing on it....in time both will be SC competitors............

She needs to be more truthful......and as for the new deal.....lets go.....there should be several by now....especially the HVAI which she has been pushing for years now and there is a whole group working on HVAIs............appears market is not happy with her.....

[Howeeme]

Great interview today. Halo running on all cylinders. Helen basically says there is no competition and seems to have very little concern. Lots to look forward to. As long as she’s CEO I’m not going anywhere.

[biotecholdguy]

Micro glassification suspensions...sounds like freeze dried to me.
testing? Phase 1 ? Phase 2? Where is Lindy Biosciences, anyway? Chime in experts?

[biotechinvestor1]

Catalysts from today’s WF conference with Helen:

IRB part B assessment on theraputics with 2 active ingredients is expected any day now. If part B follows part D went, more pharma will look at Enhanze and partership with Halozyme to delay CMS price negotatiations by additional 5 or more years.

Regarding check point inhibitors (Opdivo, Tecentriq), Helen said that pharma will likely expedite conversion to SC with Enhanze ASAP. This is because experience with Herceptin years ago showed that once patients convert to SC, they never go to IV biosimilars. So BMS and Roche will be eager to get their patients converted to Opdivo SC and Tecentriq SC on accelerated pace.

At least one new partnership before year end.

2 PDUFA dates this month and one is September.

[biotechinvestor1]

A juicy 7% haircut since the recent all-time-high for reasons that have nothing to do with halozyme. Enjoy the bargain shopping.

[MysticalGladiator72]

Great story.
Congratulations.

[halofan]

Yes, I remember HTI. I first got involved shortly after HALO went public at $4/sh. Apparently, some of the seed money investors wanted management to pump the stock so they could make lots of money. Management refused. So they dumped their stock and I bought my first shares at $1.59.

[Roger1]

Memory isn't what it used to be

[Howeeme]

HTI traded on the Amex exchange. I bought when the mkt cap was 50 million and 5k shares traded per day. Found the stock looking for Randall Kirk 13d filings. Sounded like a good idea at the time. Something like 18 years ago.

[Howeeme]

HTI traded on the Amex exchange. I bought when the mkt cap was 50 million and 5k shares traded per day. Found the stock looking for Randall Kirk 13d filings. Sounded like a good idea at the time. Something like 18 years ago.

[Fred Kadiddlehopper]

It was HTI to be exact. Yes, I'm one of them. Do you remember Rod? I often wonder what happened to him.

[Roger1]

How many of us were here when this was HTIC on OTC? Just curious

[stockrafter]

Agree, the reason for posting it with the deal, so your point is?

[stockrafter]

More like poking around then research, but thanks.

The filing does list one of Halozyme patent (10137104) in, "Documents
Considered to be Relevant," as well as is the recent Elektrofi (WO/2023/212721) using hyaluronidase.

Would think HALO can just sell them hyal for experimental and developmental work, if they go into marketing, certainly a deal would be required.

Time will tell, in the mean time, more fun poking around.

[biotechinvestor1]

Halo vs S&P 500

HALO S&P 500

Value metrics:
P/E last 4Q
24.8 28.1
P/E forecast EPS
16.1 33.5
P/Free Cash Flow last 4Q
19.8 31.5

Growth metrics:
1-year forecast EPS growth
43.1 21.8
Long term growth rate 3-5 years
28.0 12.0

FINANCIAL METRICS (%)
Gross margin
80.0 40.7
Net margin
38.6 11.0
Return on assets
17.8 4.9
Return on equity
153.2 18.4

[maumar]

The assignee is Lindy Biosciences.

[biotechinvestor1]

Based on Stockrafter’s research, we might be getting partnership announcements with Merck and Novartis any day now

[biotechinvestor1]

Another terrific find! Thanks for sharing. Bravo!

[Howeeme]

Seems SC is all of a sudden popular. Clearly halo has made an impact on the industry. Will be interesting to see where this all goes. Always best to be first.

[Howeeme]

Seems SC is all of a sudden popular. Clearly halo has made an impact on the industry. Will be interesting to see where this all goes. Always best to be first.

[stockrafter]

More interesting stuff.......

Competitive changes are keeping Dr Torley busy......

"Novartis teams up with Lindy Biosciences to improve biologic delivery"

https://finance.yahoo.com/news/novartis-teams-lindy-biosciences-improve-143331668.html?fr=yhssrp_catchall

And the method was just posted today as well......

"HYALURONIDASE PARTICLES, COMPOSITIONS COMPRISING THE SAME AND METHODS OF MAKING AND USING THE SAME"

https://www.freepatentsonline.com/WO2024177927A1.html

Guess the hyaluronidase has to come from some place......maybe HALO.....?....

[MysticalGladiator72]

Huge volume today.
Any news ?

[biotecholdguy]

I must be civil. I've had posts removed for badmouthing negativity from people you've mentioned recently. I know you got a
few removed after some bad language headed your way a while back. Just have to sit back & get rich "politely".
Keep at it with your 24 hour a day schedule, Helen !!!

[biotechinvestor1]

… same goes for posts from pre-2020 and. 2019 when halo was trading in single digits and low teens. Interestingly, some of the very same permabears were bearish on halo back then too. They have been with us for a long time and I hope they stay for many years to come.

[biotechinvestor1]

I like going back reading the posts from November 2023 and Jan-feb 2024.

It’s amazing how the permabears were so adamant about their views and ridiculed those of us who believe in the fundamentals and common sense investing.

It makes me feel good to know that those of us who read their posts and yet stayed long had enough conviction and foresight not to be dissuaded. Just imagine if you had sold and walked away instead of loading up more. I would be super upset with myself now if I had given up.

[biotechinvestor1]

I do like the permabears and their posts here. Their doom and gloom posts tell me we are not at the top of the run. I would start to worry when everyone is on the same side.

For a day or two earlier this month, I thought that the permabears had given up. One of them (easycomeandgo) left this board for good. Others still post their bearish views. I’m happy to have been wrong 😊

[biotecholdguy]

permabear?

[biotechinvestor1]

No one ever said that all subcutaneous injections will have to be with Enhanze!

There were SC MAB in existence before Enhanze and there will be plenty now and in the future.

Not sure what your point was with this post.